Herbert Abramson, B.A., LL.B. Herb is a co-founder, Chairman and a portfolio manager at TAMI. He is also a co-founder, Chairman, and a portfolio manager at TCC. Previously, he was a Vice President and portfolio manager at Connor Clark & Company Ltd. for 17 years. Herb is a member of the Law Society of Upper Canada and practiced corporate/securities law as a partner at Goodman and Carr for 12 years before going into the investment business.
Randall Abramson, B.Comm., CFA Randall is a co-founder, President and CEO, and a portfolio manager at TAMI. Randall is also a co-founder, President and CEO, and a portfolio manager at TCC. Previously, Randall was a portfolio manager and analyst at Connor Clark for 3 years. Prior thereto, he was an analyst and portfolio manager at institutional money manager, Hodgson Roberton Laing Limited for 5 years. Randall began his career in investment banking with The Hathaway Corporation.
Adam Abramson, LL.B., CFA Adam is Vice President and Chief Compliance Officer for both TAMI and TCC, responsible for managing legal and compliance matters for both firms, and is a portfolio manager with both TAMI and TCC. Prior to joining us in 2001, Adam was Director, Acquisitions & Research at one of Canada’s leading institutional real estate investment advisors. He is a member of the Law Society of Upper Canada, having practiced law briefly before entering the investment business.
Donald Carlisle B.A.Sc., S.M., M.B.A. (Chicago), CFA Don is a Vice President and portfolio manager at TAMI. Prior to joining TAMI in 2001, Don was a Vice President, Director, partner and portfolio manager with Connor Clark/RBC Private Counsel for 14 years. Don has significant corporate and consulting experience in corporate finance, real estate finance, international project finance, and treasury.
Aaron D. Grande, B.A. Aaron is a Vice President and associate portfolio manager at TAMI. Prior to joining TAMI in 2014, Aaron managed and traded private capital. Aaron has held positions with several independent investment firms, beginning in 1999.
Gil Levinson, B.A. Gil performs research and analysis for TCC and TAMI using Investt, a proprietary and comprehensive analytic software system, created and developed by him and a team of developers over many years. Previous analytic systems developed by him were marketed worldwide by Chase Manhattan Bank’s subsidiary Interactive Data Corporation. He joined us in 2005, having spent many years in the investment business in Canada with First Marathon and Midland Doherty, as well as in South Africa with Ivor Jones Roy and Co.
Badar Shamim, CIM, CFP Badar is a Vice President and portfolio manager with TAMI. Prior to joining TAMI in 2017, Badar was an investment advisor for high net worth clients at TD Wealth and has 20 years of experience in the financial industry, including providing customized investment and wealth planning solutions to high net worth individuals, families, and non-profit entities. Badar is a Member of the Brampton Board of Trade, having previously served as Past Chair and Director, and also volunteers as Chair, International Service Committee for Rotary Club of Brampton and Chair, Canadian Pakistani Friends of Osler.
RJ Steinhoff, BBA, CFA RJ is a portfolio manager with TAMI and conducts research and analysis for both TAMI and TCC. He joined us in 2009 after spending 4 years with ABC Funds, a Toronto-based value-oriented investment manager.
Michelle Tatham, P.Eng., CFP Michelle is an associate portfolio manager at TAMI, with over 10 years of investment industry and comprehensive wealth planning experience. Prior to joining TAMI in 2013, Michelle was an associate investment advisor at two established investment firms where she provided customized financial plans to multi-generational families in areas such as wealth accumulation, risk management, retirement, business succession, tax minimization, and estate transfer. Michelle trained as an Engineer and is a member of Professional Engineers Ontario. She volunteers her time with the Financial Planning Standards Council and with First Lego League, a world-wide program designed to engage children in STEM.
Gena Velichko Gena conducts research and analysis as a research analyst for both TAMI and TCC. He joined Trapeze in 2017 after completing two internships at value-oriented Toronto-based firms in the summers of 2015 and 2016. He holds a Bachelor of Commerce degree in Strategic Management from Rotman Commerce at the University of Toronto and has passed CFA Level 1. He is a passionate self-learner on a journey for worldly wisdom.
Mike Vinokur, B.Comm., CFP, CMT, CFA Mike is Vice President and portfolio manager at both TAMI and TCC. Having joined Trapeze in 2006, Mike has been advising high net worth individuals and their families since 2001. Mike conducts research and analysis on both equity and income securities and is involved in the development and execution of equity options strategies. He is also an adjunct lecturer for the MBA/CFA program at the John Molson School of Business.